Good Morning All,

Hope you're having a great start to the week.

Had a question I;m new to Pastel Partner but providing Administration to my company. I;ve been tasked with finding a way to capture Sales Lead information ideally at time of entry when doing quote/ invoice.

Does any bright mind have an idea of how I can accomplish this function, ideally in paste partner? so far the alternative is to manually add an excel sheet for the branches to complete to their already long list of daily cumbersome tasks which again is really efficient as they may forget so data wouldn't be accurate as one would like.

Many Thanks for any ideas here, as I'm lost.

Marco